Legacy Planning

Legacy Memorialization

Your estate plan is intended to make the process easier for your loved ones. While the legal documents comprising your plan are required to make a smooth transition, your loved ones are more likely to care about the intangibles you leave behind.

Wills & Wellness Estate Planning provides tools for you craft and memorialize your legacy – legacy videos, letters, tools to leave specific instructions or guidance for your loved ones, a statement outlining your values and life experiences, instructions for the individuals named in your plan regarding their legal obligations, and more. We have thought of everything that would be helpful and appreciated by your loved ones in managing your affairs.

We have received consistent feedback from family members of our clients that the Legacy Memorialization portion of the plan was the most impactful and appreciated part that was left behind for them. We store all of these components for you so that they can be provided to your loved ones.

Legacy Video

Our legacy planning services include:

Legacy Video

We facilitate the recording and storage of your personalized Legacy Video for your loved ones.

Legacy Letters & Statement

We provide guidance and templates for memorializing your values, stories, and experiences for your loved ones through personalized Legacy Letters and a more general Legacy Statement.

Instructions for Loved Ones

We provide organizational tools for you to outline logistical expectations, specific guidance you would like to impart, how to access usernames and passwords, documents outlining legal and ethical obligations of individuals named in your plan, and more.

Learn More About Our Legacy Memorialization Services

If you would like to learn more about our legacy memorialization services, please fill out the form below and we will be in touch with you shortly.